玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近20季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
24Q4 (20)3370.00.0-0.37-94.74-305.560.38258.3365.22-0.49-308.33-304.1720.413.8112.3311.494496.0-48.54-1.0289.68-107.15-14.06-70.42-329.74-0.2189.18-108.11-1.26-103.23-310.0-13.52-51.23-201.5-14.06-70.42-329.741.57-76.53-220.84
24Q3 (19)3370.00.0-0.19-58.33-72.73-0.24-700.0-900.0-0.12-271.43-300.019.66-0.66-15.880.25-97.26-97.74-9.88-1135.0-826.47-8.25-69.06-576.23-1.94-1112.5-706.25-0.62-58.97-63.16-8.94-153.26-1275.38-8.25-69.06-576.23-1.29-112.50-386.67
24Q2 (18)3370.0-29.79-0.12-166.67-100.00.04-73.33-50.00.07-61.11-41.6719.79-1.93-10.949.14-24.02-13.36-0.80-126.58-135.09-4.88-290.62-454.55-0.16-126.23-131.37-0.39-162.9-39.29-3.53-198.06-1504.55-4.88-290.62-454.554.57-83.33-54.05
24Q1 (17)3370.0-29.790.180.00.00.15-34.7800.18-25.00.020.1811.06-1.2212.03-46.13-14.83.01-78.89-0.992.56-58.17-60.490.61-76.45-1.610.623.33-27.913.60-72.97-50.622.56-58.17-60.49-5.59131.82315.94
23Q4 (16)3370.0-29.790.18263.64325.00.23666.67243.750.24300.0196.018.17-22.25-14.3322.33101.72331.0814.26948.5314360.06.12601.6415400.02.59709.3813050.00.6257.89253.8513.322149.232236.846.12601.6415400.0-8.5490.16302.08
23Q3 (15)337-29.79-29.79-0.11-83.3335.290.03-62.5125.00.06-50.0135.2923.375.183.3611.074.93124.091.36-40.35203.82-1.22-38.6471.760.32-37.25206.67-0.38-35.7152.5-0.65-195.4578.9-1.22-38.6471.766.97-108.33-31.25
23Q2 (14)4800.00.0-0.06-133.3325.00.080-70.370.12-33.33022.228.76-21.7910.55-25.2871.542.28-25.016.92-0.88-113.5863.180.51-17.74-7.27-0.28-132.5626.32-0.22-103.0291.54-0.88-113.5863.182.5495.8350.00
23Q1 (13)4800.00.00.18325.0125.0-0.00100.0-100.00.18172.0125.020.43-3.68-13.114.12172.5949.733.043140.0-25.676.4816300.055.40.623200.0-35.420.86320.51132.437.291178.9564.566.4816300.055.4-4.94188.9733.34
22Q4 (12)4800.00.0-0.0852.94-60.0-0.16-33.33-132.0-0.25-47.06-128.0921.21-6.194.385.184.86-37.96-0.1092.37-104.33-0.0499.0799.47-0.0293.33-104.26-0.3951.25-50.00.57118.51107.94-0.0499.0799.47-13.31-29.78-88.88
22Q3 (11)4800.00.0-0.17-112.5-173.91-0.12-144.44-125.53-0.170-118.0922.61-20.42-6.034.94-19.67-64.07-1.31-167.18-114.3-4.32-80.75-167.61-0.3-154.55-113.57-0.8-110.53-171.43-3.08-18.46-142.54-4.32-80.75-167.610.21-156.2527.78
22Q2 (10)4800.00.0-0.08-200.0-125.810.27200.0-56.450.00-100.0-100.028.4120.84-13.736.15-34.78-50.161.95-52.32-76.84-2.39-157.31-140.030.55-42.71-80.14-0.38-202.7-125.33-2.60-158.69-138.98-2.39-157.31-140.0318.2730.0059.00
22Q1 (9)4800.00.00.08260.0-80.00.09-82.0-88.610.08-91.01-80.023.5115.7-20.829.4312.93-43.94.0977.06-67.574.17155.09-55.40.96104.26-74.40.37242.31-80.634.43161.7-55.884.17155.09-55.40.0869.13-37.81
21Q4 (8)4800.00.0-0.05-121.7458.330.506.38233.330.89-5.32328.2120.32-15.5417.598.35-39.275.032.31-74.7830.51-7.57-218.47-92.620.47-78.7351.61-0.26-123.2152.73-7.18-199.17-68.15-7.57-218.47-92.62-21.24-73.77-8.91
21Q3 (7)4800.00.00.23-25.81228.570.47-24.19161.110.9432.39448.1524.06-26.9426.7713.7511.4358.419.168.79155.876.397.04208.72.21-20.22225.01.12-25.33250.07.248.55236.746.397.04208.7-8.02-24.16-22.86
21Q2 (6)4800.0-2.440.31-22.5321.430.62-21.52416.670.7177.5308.8232.9310.9152.112.34-26.5985.848.42-33.23398.225.97-36.15264.462.77-26.13648.651.5-21.47317.396.67-33.57302.125.97-36.15264.4641.36205.41202.58
21Q1 (5)4800.00.00.40433.33300.00.79426.672733.330.40202.56300.029.6971.8238.816.81111.45313.0212.61612.431656.799.35337.91277.763.751109.682305.881.91447.27303.1910.04335.13311.819.35337.91277.76--0.00
20Q4 (4)4800.00.0-0.12-271.430.00.15-16.670.0-0.39-44.440.017.28-8.960.07.95-8.410.01.77-50.560.0-3.93-289.860.00.31-54.410.0-0.55-271.880.0-4.27-298.60.0-3.93-289.860.0--0.00
20Q3 (3)480-2.440.00.07150.00.00.1850.00.0-0.2720.590.018.98-12.330.08.6830.720.03.58111.830.02.07157.020.00.6883.780.00.32146.380.02.15165.150.02.07157.020.0--0.00
20Q2 (2)4922.50.0-0.1430.00.00.12500.00.0-0.34-70.00.021.651.220.06.6463.140.01.69308.640.0-3.6330.990.00.37317.650.0-0.6926.60.0-3.3030.380.0-3.6330.990.0--0.00
20Q1 (1)4800.00.0-0.200.00.0-0.030.00.0-0.200.00.021.390.00.04.070.00.0-0.810.00.0-5.260.00.0-0.170.00.0-0.940.00.0-4.740.00.0-5.260.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2025/27.219.3911.713.85.8120.62N/A-
2025/16.59-3.390.036.590.0319.74N/A-
2024/126.827.7337.9378.7-7.3419.711.36-
2024/116.33-3.49-0.2271.88-10.1419.781.35-
2024/106.56-4.82-13.5765.55-10.9919.391.38-
2024/96.8916.07-23.3158.99-10.6919.181.64-
2024/85.94-6.54-24.0352.1-8.7118.961.65-
2024/76.35-4.68-12.8846.16-6.2718.991.65-
2024/66.6711.58-19.5439.81-5.1319.761.35-
2024/55.97-16.1-11.7433.14-1.5820.11.32-
2024/47.121.595.3827.170.9720.581.29-
2024/37.018.62-21.5720.05-0.5120.051.18-
2024/26.45-2.02-2.9413.0416.2817.981.31-
2024/16.5933.1944.296.5944.2917.871.32-
2023/124.94-22.07-7.6984.94-11.9718.881.2-
2023/116.34-16.4-20.6679.99-12.2222.920.99-
2023/107.59-15.55-7.7173.65-11.4124.390.93-
2023/98.9914.9717.6366.06-11.8224.11.01-
2023/87.827.17-6.1657.07-15.1623.41.04-
2023/77.29-11.976.749.25-16.4422.351.09-
2023/68.2922.41-12.6841.96-19.4721.811.08-
2023/56.770.18-26.7733.67-20.9922.461.04-
2023/46.76-24.4-33.226.91-19.3822.341.05-
2023/38.9434.4310.620.15-13.3820.151.36-
2023/26.6545.65-12.5311.21-26.1416.571.65-
2023/14.56-14.79-39.794.56-39.7917.921.53-
2022/125.36-33.02-5.3796.49-10.0721.581.07-
2022/118.0-2.7629.7991.14-10.3323.860.97-
2022/108.227.648.1483.14-12.9224.20.95-
2022/97.64-8.28-0.2574.92-14.7522.811.04-
2022/88.3321.87-14.9867.27-16.1324.660.96-
2022/76.84-27.97-8.5858.94-16.2925.570.93-
2022/69.492.65-19.0252.11-17.2128.850.9-
2022/59.24-8.6-25.342.62-16.727.440.94-
2022/410.1125.1611.6533.38-13.9525.791.0-
2022/38.086.31-29.7523.26-21.7623.261.35-
2022/27.60.254.3215.18-16.7220.841.5-
2022/17.5833.92-30.737.58-30.7319.41.61-
2021/125.66-8.13-6.9107.3135.3119.431.37-
2021/116.16-18.979.86101.6538.8121.431.24-
2021/107.61-0.7136.8295.4941.2225.061.06-
2021/97.66-21.8211.5287.8841.6124.941.22-
2021/89.831.0585.5380.2245.3629.01.05因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格維持高檔,致使營收大幅提升
2021/77.48-36.191.6370.4241.131.570.96-
2021/611.72-5.347.8962.9447.9333.150.88-
2021/512.3736.6189.051.1747.7632.940.89因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格高檔,市場搶料及缺料,促使鋼價不斷往上攀升,致使營收大幅提升
2021/49.06-21.2437.8138.7938.1527.851.05-
2021/311.557.8893.7629.7338.2529.730.82因新冠炎疫情影響,造成材料及貨櫃短缺、煤鐵礦原料價格高檔,市場搶料及缺料,促使鋼價不斷往上攀升,致使營收大幅提升
2021/27.29-33.434.8718.2317.0924.311.0-
2021/110.9579.9926.9310.9526.9322.631.08-
2020/126.088.41-34.6479.3-31.7417.251.38-
2020/115.610.9-48.7173.22-31.4918.041.32-
2020/105.56-19.07-42.3667.61-29.5317.711.35-
2020/96.8730.04-19.2462.06-28.119.511.32-
2020/85.28-28.2-45.8755.19-29.0620.561.25-
2020/77.36-7.15-7.8649.91-26.6521.831.18-
2020/67.9221.0211.2242.55-29.1521.040.97-
2020/56.55-0.38-41.4134.63-34.5919.061.07-
2020/46.5710.71-33.0128.08-32.760.0N/A-
2020/35.94-14.54-46.5721.51-32.680.0N/A-
成長能力-近10年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2024 (10)3370.0-0.4900.340.080.04-4.948.28-41.28-2.130-6.170-1.70-4.490-1.650
2023 (9)337-29.790.2400.34325.084.2-12.0514.10118.64.80284.02.3204.04236.673.7100.810
2022 (8)4800.0-0.2500.08-96.6295.74-10.526.45-50.911.25-85.45-0.7201.2-86.94-0.270-1.20
2021 (7)4800.00.8902.37478.05107.034.9313.1495.548.59480.414.4309.19678.815.4604.260
2020 (6)4800.0-0.3900.41079.3-31.166.72209.681.480-2.7701.180-2.060-1.860
2019 (5)4801.69-1.640-0.660115.193.622.17-60.83-2.280-8.750-2.630-8.270-7.860
2018 (4)472-13.71-0.110-0.450111.1741.915.54-35.660.61-56.740.0700.67-39.091.68630.43-0.510
2017 (3)5470.0-0.160-0.01078.3412.468.61-15.261.41-42.21-0.1001.1-35.290.23-67.14-0.90
2016 (2)5470.0-0.1600.03069.66-6.9710.16326.892.440-0.5601.700.70-0.90
2015 (1)5470.92-1.060-0.80074.88-16.862.380-5.090-9.220-3.810-6.910-5.810

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